Propose in the Quote Editor. Send proposals customers can work with.
Build, send, and manage proposals in one editor. With templates, products, and widgets set up, day-to-day quoting stays fast, and customers get an interactive proposal with the options you chose to enable.
Illustrative dashboard · your data will vary
Why this step matters
Consistent branded proposals
Quote templates and widgets keep structure, styling, and defaults reusable across the team.
Interactive for the customer
Optional items, choices, forms, chat, view tracking, PDF, and built-in signature, where you enable them.
Approvals before send
Simple threshold rules or advanced multi-step workflows keep margin guardrails in the quote motion.
Catalog pricing in the editor
Search products and apply pricing books or dynamic pricing as configured.
Every line item on one screen
Switch the quote editor to grid view and the whole proposal becomes a sheet: quantity, cost, price, markup, profit, distributor, and stock for every line item, grouped by section. Adjust quantities and pricing without opening each item. Totals update as you go. Pick the columns you need; the layout saves.
Illustrative grid view · your data will vary
Your brand on every page
Proposals go out as branded documents: cover page, styling, and tone set once in the template library, inherited by every quote. Templates, widgets, and cover pages are yours to define. Sellers just pick one.
A real Salesbuildr proposal cover, yours carries your branding
Customers choose, then accept online
The proposal your customer receives is interactive: they pick the model, set quantities, and toggle the options you enabled, then accept online. No PDF back-and-forth, no re-quoting for every variant.
Illustrative customer view · your proposal will vary
Priced right, from inside the editor
Search the catalog without leaving the editor. Lines land with current distributor cost, your markup rules, and live stock, and customer-specific pricing-book prices apply automatically.
Illustrative catalog search · your pricing will vary
In Salesbuildr
- Start from a template or opportunityOpen the Quote Editor with the right client and catalog context.
- Assemble the proposalAdd products, services, and widgets from your shared portfolio.
- Apply pricing and approvalsGoverned prices apply; exceptions route through approval workflows when needed.
- Send and trackCustomers interact with the proposal; status stays visible back on the opportunity.
Fast day-to-day quoting assumes templates and catalog are set up. We do not turn “under a minute” into a guaranteed ROI claim.
Help center: Quote Editor 9039135 · Quote Templates 3830625 · Quotes 8889537
See the editor on your templates
We walk a real proposal path, widgets, pricing, approvals, send.